Want to see Cloud Coach in action?
Let us show you why Cloud Coach is the highest-rated Customer Onboarding, PSA and Success solution native to Salesforce.
Explore Our Library
Your library with the latest insights, product news, and expert webinars designed to help your team deliver projects smarter and scale faster.
Explore Our Library
Your library with the latest insights, product news, and expert webinars designed to help your team deliver projects smarter and scale faster.
WEBINAR • NOV 21st • 2PM EST • 12 PM MDT • 11AM PDT
Stop Revenue Leakage: The 5 Keys to Recovering Billable Hours and Maximizing Profitability in Professional Services. Register now
One tool for your key post-sale processes
Run your Customer Onboarding Projects, Professional Services Automation and Customer Success processes, right within Salesforce.
Maximize Efficiency and Utilization with Our Salesforce Native Solution
Boost productivity and efficiency with Cloud Coach, consolidating project delivery, resource planning, and reporting into a single source of truth. Empower your team, eliminate data silos, and accelerate time to value.
Customer Onboarding
Cloud Coach includes a full suite of Customer Onboarding capabilities from project planning, and execution, to close.
- Project Timelines - Manage your project schedules from key dates, milestones, and tasks.
- Resource Management - Plan, forecast, and assign resources by role, skill, location, and more.
- Collaboration - Engage and collaborate with both internal and external stakeholders across projects, meetings, and open actions.
Professional Services Automation
With Cloud Coach’s Salesforce native PSA solution, you can forecast, track, and iterate your most important financial outcomes within your professional services organization.
- Revenue Recognition & Billing - Actualize revenue in real time as projects and time entry develop, no matter what your billing model is.
- Time Entry & Utilization - Accurate utilization metrics across users and departments are fed in by a flexible time entry solution your users won’t resent.
- Financial Reporting - Easily track financial KPIs such as margin, burndown, EVM, and more.
Customer Success
Track account goals, tickets, and stakeholders seamlessly, while gaining insights into the full customer journey, from onboarding to renewal, with detailed Customer Interactions tracking.
- Customer Scorecards - Gain insights into customer health with comprehensive scorecards, empowering stronger relationships and renewal anticipation.
- Account View - Monitor customer success scores with proactive alerts for improved support and retention.
- Track Project Time - Record billable work effortlessly, ensuring accurate resource utilization.
Don't just take our word for it
“One place, one system to manage all incoming initiatives, manage approvals from functional area leaders, execute projects and tasks, and report across project portfolios.”
“Cloud Coach has empowered us to move off of different systems to streamline and optimize our customer implementation processes.”
“With Cloud Coach, we can bring cross functional teams together to vet projects and make sure nothing gets missed.”
“We’ve seen a reduction of 3,400 hours annually across our workforce on entering time alone, allowing us to redeploy those hours to work with our clients.”
“The software is great with resourcing, time tracks, and milestones. I can instantly see exactly where I am at on each project, and which tasks need addressing. “
“We are able to automate project plans and free up others groups, so they are able to concentrate on other complex things for Fidelity.”
